Importing Sumac Ledger Entries into Simply/Sage
To import into Simply accounting, do the following
- In Sumac, go to the Ledger Entries list. Search for the date range of entries you're interested in to find the list of entries to export. Under "Analyze & Report," click "Simply (Sage 50) Accounting" to run this report. Sumac will save this report to a file.
- Once you've produced the report in Sumac, go to Simply/Sage.
- Once there, go to File > Import > Import Transaction
- Pick the format of Simply50 Accounting
- Choose your file, and Simply will automatically import it and tie it to the contact that already exists in the accounting system.
Note: When Sumac sends this data to Simply, it is sending General Journal entries, not Sales Journal entries. This is because Sales Journal entries require a .imp file insead of a .txt file. Sumac only generates a .txt file of General Journal Entries, which cannot be used when importing Sales Journal entries into Simply/Sage.
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When importing donations, does Sumac add them to my Ledger Entries?
Yes, if you already have Ledger Entries set up, records being imported are added to the ledger in accordance with the Ledger Entry preferences you have set up in your database.How-to Video: Ledger Entries 1 – Overview (2:26)
This video gives an overview of using Ledger Entries in Sumac. Script: https://sumac.com/assetswp/training-docs/Ledger%20Entries%201%20-%20Overview.pdfHow-to Video: Ledger Entries 2 – How to Define Debit Accounts (2:56)
This video shows you how to define Debit Accounts to facilitate using Ledger Entries in Sumac. Script: https://sumac.com/assetswp/training-docs/Ledger%20Entries%202%20-%20How%20to%20Define%20Debit%20Accounts.pdfHow-to Video: Ledger Entries 4 – How to Define Credit Accounts (2:45)
This video shows you how to define Credit Accounts to facilitate using Ledger Entries in Sumac. Script: https://sumac.com/assetswp/training-docs/Ledger%20Entries%204%20-%20How%20to%20Define%20Credit%20Accounts.pdfHow-to Video: Ledger Entries 6 – Preferences (2:58)
Script: https://sumac.com/assetswp/training-docs/Ledger%20Entries%206%20-%20Preferences.pdf
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